How to create a multi-step form

You will learn

Learn how to create a multi-step sign-up form to collect information from your subscribers across multiple smaller steps, so site visitors aren't overwhelmed by the content and are more likely to subscribe.

Create a multi-step sign-up form

1. Navigate to Sign-up forms and click Create form. If you’re asked to choose a channel, enter a form name, select Web, and click Create. In the form library, you can either use a multi-step form template, or create a new sign-up form and add steps manually. Any form type (i.e., popup, flyout, full-page, or embed) can have multiple steps.
   • Use a template from the form library
     Select Multi-step in the Form style filter to find templates that include multiple steps. Choose a template, enter a name, and select its subscriber lists, then click Create form. Multi-step forms that collect email and SMS consent on different steps will prompt you to choose a list for each channel. We recommend choosing 2 different lists as best practice for keeping track of list growth and customer messaging preferences.

• Create a new sign-up form
  Click Create blank form, enter a form name, select a subscriber list and form type, then click Save and design. Add additional form steps in the editor. We recommend using the first step of your form to collect subscribers for your primary marketing channel, whether that’s email or SMS, and then asking for other information on the following steps.

2. Once you've created a form and entered the form editor, build the first page of your sign-up form to match your brand and desired goal. Limit the number of fields on this first step so site visitors are not overwhelmed by your content.
3. Click (+) Step in the menu bar to add an additional step to your form.
   
   

4. Select the type of step you’d like to add:
   
   

• Mobile opt-in
  Collect phone numbers for text messaging, WhatsApp, or both. It's best practice for both list growth and compliance to collect email and phone numbers across multiple steps in a sign-up form. You can keep email and SMS subscribers in 2 separate lists. Use Which list should subscribers be added to? to choose a different list for SMS subscribers.
  If you haven’t set up SMS yet and have an SMS opt-in field in your form, you'll be prompted to set up SMS before publishing. Learn how to get started with SMS.
• Personal information
  Ask questions to learn more about your new subscriber (e.g., their birthday, name, or interests).
• Blank step
  Add a blank slate and customize the step as you see fit.

5. If you selected Mobile opt-in, click Next, choose Text messaging, WhatsApp, or WhatsApp and text messaging, then click Next again. For Personal information or Blank step, skip to Add step.
6. For Mobile opt-in, choose the list subscribers should be added to. If your selected channel includes text messaging, also choose an available opt-in method.
7. Click Add step.
8. Once you’ve added a new step, edit the fields and design on the new step as needed to match the rest of your form.
9. If you add a button to submit fields and continue to the next step, click the button in the preview. Set its Action to Submit form and After Submit to Show next step.

You can add up to 4 steps to your form, in addition to the optional success message.

Styles and multi-step forms

Any styles you set in the Styles section will apply to all of your form's steps. If you update your form’s styles, the updates will apply across all existing steps of your form, as well as steps you add in the future.

To adjust the appearance of particular elements within your form, click on the block in the form preview. The style settings for that block will appear on the left for you to edit.

Rename, clone, delete, or reorder a step

Use the additional options menu next to a step’s name to rename, clone, or delete a step. Forms must have at least 1 step (other than the success message), so if you only have 1 step in your form, you won’t be able to delete it.

To change the order in which steps appear, drag the step name to the position where you’d like it to appear.

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A/B testing and multi-step forms

Multi-step forms can be used in a forms A/B test, just like a single-step form. You can also monitor the engagement rates per form step on the form analytics page to get a better understanding of where site visitors are abandoning the opt-in experience.

Publish your form

Before publishing, make sure Klaviyo’s onsite JavaScript is installed on your website. Follow the onsite tracking setup guide for your integration or manual installation. If you’re using an embed form, also add the form’s embed code where you want it to appear on your site.

1. When your form is ready, click Publish or schedule.
2. Resolve any errors that prevent publishing. To make the form live immediately, select Publish now if scheduling choices are shown, then click Publish now.

After publishing, the status indicator updates to Live. If you make future edits to any pages, the status will update to Editing, and the new edits will not appear on your site until you publish them.

After publishing your form, you can review its performance at any time. Learn more about sign-up form analytics.

Additional resources